+1,750.7%
KKR vs APD
+592.4%
+1,158.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -1.2% |
| 7D | -0.9% | -2.2% | +1.3% | +0.5% |
| 30D | +2.2% | +2.1% | +0.1% | +0.8% |
| 3M | +13.1% | +7.2% | +5.9% | +7.7% |
| 6M | +15.3% | +11.2% | +4.0% | +6.3% |
| YTD | -15.0% | +24.4% | -39.4% | -27.5% |
| 1Y | -21.0% | +6.7% | -27.7% | -26.2% |
| 3Y | +76.7% | +9.2% | +67.5% | +56.7% |
| 5Y | +74.3% | +27.4% | +47.0% | +37.6% |
| 10Y | +753.7% | +164.8% | +588.9% | +276.8% |
| All | +1,750.7% | +592.4% | +1,158.3% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling